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1. 1Open the workspace and use Add or open a client.
2. 2Enter the client's TIN and business name.
3. 3The client appears on your dashboard with five status dots, one per tax.

Anyone on the firm can open a client. Only a manager can record consent for one.

1. 1Open the client, then the Consent step.
2. 2Choose the purpose. Compliance covers reconciliation and filing preparation.
3. 3Name who granted it and add the evidence reference you hold on file.

Without a live consent the rest of the client room stays closed. That is deliberate: uploads, reconciliations and reports all fail closed, and revoking consent closes access immediately.

1. 1In the Consent step, choose to request approval from the business owner.
2. 2Enter the owner's phone number or email.
3. 3They receive a link and a one-time code, and approve in their own name.

Use this when the firm should not be granting consent on the client's behalf. The owner's approval is recorded as theirs, not yours.

1. 1Open the Upload step and choose what the file is: sales, purchases, payroll or WHT payments.
2. 2Drop in the EBM or cash-management export. CSV and XLSX both work.
3. 3Read the result: how many rows were ingested, how many were rejected and why.

Rejected rows are listed with a reason each. Fix them in the source system and upload again rather than editing the export by hand, so the records still match what the business actually issued.

1. 1Open the Reconcile step and pick the period, as YYYY-MM.
2. 2Enter the declared figures from the draft declaration.
3. 3Run it. Every difference is itemised in RWF, down to the invoice that explains it.

The verdict is ready, or not ready with the findings to resolve. It is a judgement about the draft in front of you, not a prediction about what the RRA will do.

1. 1Open any completed run and choose the working paper.
2. 2It states the period, the figures compared, every finding, and the rule version that judged them.
3. 3Print it, or save it as PDF from the browser, for the client file.

The rule version matters. A run from March cites the rules that were in force in March, so a working paper stays readable after the catalog changes.

1. 1Records, runs, reports and the consent register all export from the client room.
2. 2Choose CSV or XLSX by the link you click.
3. 3A bundle gives you everything for one client, or everything for the firm, in one zip.

1. 1Open the client, then Team and branches.
2. 2Add a colleague by email and choose the role.
3. 3Manager records consent and manages the team. Preparer uploads and reconciles. Viewer reads.

Roles are per client, not global. The same colleague can be a manager on one client and a viewer on another.

1. 1Deadlines lists every client and every tax against the monthly due date.
2. 2Reminders arrive seven days and three days before the date, for clients that are not ready.
3. 3The dashboard shows what needs a person first, ahead of the client count.

1. 1Open Settings, then the security panel.
2. 2Scan the QR code with an authenticator app, or type the key it shows.
3. 3Confirm with a code to switch it on.

Sign-in then asks for the code as its own step. Losing the device means contacting us: your firm's manager cannot reset it for you, because that would make it worth less than the password.